Engerman Estates - BECOME A BANK BY NOTE INVESTING

Speaking Opportunities

JASON A. ENGERMAN, PH.D.

Transformational Leader and President & CEO of Engerman Estates

Executive Coaching VP with NAPSA
Led STEM based ecosystems of with 42 institutions
Led NSF project for underrepresented youth
10 years’ advising national professional boards
Internationally requested Award-winning researcher
Dozens of invited national presentations
Authored 30+ peer reviewed articles and chapters

Drawing from 20 years of formal and informal training and design experiences, Dr. Engerman spearheads transformative educational experiences with nationwide leaders in learning performance systems, toward cultural shifts for diverse and inclusive communities.

Dr. Engerman helps to build communities through research, executive coaching, and mortgage notes. In his research background, he managed over 200 international graduate students, worked with more than 50 organizations and institutions and well over 300 stakeholders, Dr. Engerman has over 10 research awards and is an internationally requested speaker with over 30 peer-reviewed, chapters, empirical articles and invited publications.

Throughout his executive coaching experience, he designed executive experiences for over 30 former professional NFL players, towards executive training in preparation for Fortune 500 companies.

Now as the President & CEO of an Asset Management firm (Engerman Estates), Dr. Engerman applies his deep research skills to manage private portfolios of mortgage notes and educate communities about financial literacy and private banking. Dr. Engerman applies his deep research skills to manage private portfolios of mortgage notes. In this role, he manages assets for private investors specializing in mortgage notes. This includes acquiring, selling, and cleaning mortgage note assets. Specifically, using his research experience, project management, and executive coaching experience, he works with investors and borrowers to maintain a pathway to homeownership and help clients maintain a healthy portfolio of notes. Dr. Engerman currently manages a nationwide portfolio of private note assets for small family offices. He works with banks and firms across the country to improve communities.

Contact For Speaking Fees

The Future of Financial Literacy

COVID has shifted the way we communicate, work and socialize across time and space. With a consumer view, this conversation will explore the social and economic impact of COVID and how investments have shifted to with fintech, mobile banking and diversification across alternative assets and mediums of exchange.

Fireside Chat with Dr. Jason A. Engerman

Provides audiences an opportunity to gain insights from Dr. Engerman in a facilitated and informal format. This enlightening conversation explores Dr. Engerman’s research-driven solutions to successful culturally relevant leadership, diversity, equity, and inclusionary approaches to business practice.

Culturally Relevant Leadership

Dr. Engerman applies a business and educational philosophy that is people-centered. So, culturally relevant leadership focuses on championing policies and programs that bring into alignment the needs and cultural makeup of your team with psychological safety and compassionate capitalism for your business.

Diversity, Equity, and Inclusion Experience

Diversity, Equity and inclusion (DEI) is often communicated as a tool to improve a business’s bottom line. Using personal experience and live business examples, in this refreshing take on DEI, Dr. Engerman shares that the implementation of DEI can be beneficial to team building and improving corporate culture.